Sales Prospect Research Checklist ( SALESANDMARKETING )

This checklist is designed to guide the sales team through the process of conducting thorough research on potential prospects before initiating contact. It ensures that all relevant information about the prospects is gathered to tailor the approach effectively.

• Identify Target Prospects

  Select potential prospects based on industry, company size, and other relevant criteria.

• Gather Company Information

  Look up information about the company, including its history, mission, and recent news.

• Research Key Decision Makers

  Identify and find details about the key decision-makers within the target companies.

• Analyze Competitors

  Investigate the prospect's competitors to understand the market landscape and potential pain points.

• Review Social Media Presence

  Check the prospect's social media profiles for insights into their activities and interests.

• Compile Contact Information

  Collect and organize contact information for the identified key decision-makers.

• Prepare a Prospect Profile

  Summarize all research findings into a concise prospect profile for future reference.

• Set Research Goals

  Define specific goals for what you want to achieve with this prospect research.